Grow your pension for a brighter tomorrow.
Custom retirement solutions designed for your business needs
Lets help you grow your pension for a brighter tomorrow. Our team of experts will help you navigate the complexities of retirement planning and create a custom solution that meets your business needs.
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Step 1: Qualify
Qualification based on your corporation type
You receive compensation through the following:
Form Schedule C: Receiving 1099-NEC or report gross income on Line 1.
You have qualified “compensation” from your business activities. What qualifies as “compensation”?
Net Business Profit subject to Self-Employed Tax reported on Schedule SE, Line 2. Also Reported on Form Schedule C, “Line 31”.
You have $300,000 or more in “Net Business Profit/Ordinary Business Income/Taxable Income” and you need a corporate funded deduction.
Reported On Form 1040, Part II “Adjustments to Income” on Line 16 ”Self Employed SEP, SIMPLE, and Qualified Plans”.
Compare Retirement Plans For Small Business
SEP-IRA vs. 401K/Cash Balance Pension Plan
Step 2: Investigate
Benefit Calculator
Calculate your annual estimated pension benefit
Age
Owner Compensation
Tax Rate
* This information is based on your goals, expectations, and financial situation. It is not financial, legal, or tax advice and should not be the sole source of information. While we believe the sources are reliable, we cannot guarantee accuracy. Past performance does not guarantee future results.
Estimated Annual Retirement Plan Contribution Amount:
$0.00
Possible Annual Tax Savings:
$0.00
Need a more detailed breakdown?
Complete our straightforward questionnaire to receive a retirement plan tailored specifically for you.
By answering a few key questions, you'll unlock insights into your financial future, helping you to plan confidently.
Let us guide you toward a secure and fulfilling retirement with a plan designed around your unique goals and needs.